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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,278 | $160,040-28.0% | $147,096-21.6% | $145,877-21.0% |
| Participation rate | 58.3% | 84.0%-25.7pp | 82.2%-23.8pp | 80.3%-22.0pp |
| Annual return | 13.79% | 98.49%-84.7pp | 419.75%-406.0pp | 551.28%-537.5pp |
| Employer contribution / active EE | $1,617 | $5,289-69.4% | $4,936-67.2% | $4,663-65.3% |
| Participant deferral / active EE | $5,843 | $8,429-30.7% | $8,071-27.6% | $6,691-12.7% |
| Admin fee / account holder | $8,988 | $15,050-40.3% | $13,005-30.9% | $13,402-32.9% |